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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,169 | $49,976+84.4% | $66,674+38.2% | $82,637+11.5% |
| Participation rate | 50.6% | 63.1%-12.5pp | 73.7%-23.1pp | 68.1%-17.5pp |
| Annual return | 8.61% | 39.09%-30.5pp | 321.24%-312.6pp | 53.51%-44.9pp |
| Employer contribution / active EE | $1,729 | $1,988-13.0% | $2,620-34.0% | $2,552-32.2% |
| Participant deferral / active EE | $2,479 | $2,847-12.9% | $4,084-39.3% | $4,126-39.9% |
| Admin fee / account holder | $9,942 | $4,594+116.4% | $5,098+95.0% | $7,339+35.5% |